Nathan A. Williamson

WAYSTONE ADVISORS LLC

Stockton, CA

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CRD#: 7037413

Professional summary

Nathan Andrew Ossino Williamson, who also goes by Nathan Andrew Williamson, is a registered financial advisor currently at WAYSTONE ADVISORS LLC located in Stockton, California.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nathan has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Andrew Williamson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Nathan Andrew Ossino Williamson is a Licensed Insurance agent in Washington; Investment Related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Andrew Ossino Williamson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 2, 2025 - Present

WAYSTONE ADVISORS LLC

RIA

CRD#: 328565

Stockton, CA

Past

May 23, 2022 - May 13, 2025

FINDEC WEALTH SERVICES, INC.

RIA

CRD#: 311949

STOCKTON, CA

Past

September 16, 2019 - March 25, 2022

NYLIFE SECURITIES LLC

CRD#: 5167

STOCKTON, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WAYSTONE ADVISORS LLC

CRD#: 328565 / SEC#: 801-129211

RIA

Registered Investment Advisory firm - (12/15/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/3/2025)

IAR

Texas
(6/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/7/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 9/16/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 9/3/2019

Securities Industry Essentials Examination

Current Firm

WAYSTONE ADVISORS LLC

CRD#: 328565 / SEC#: 801-129211

RIA

Registered Investment Advisory firm - (12/15/2023 Approved)

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Contact information

Main Address

Redmond, WA

Mailing Address

23515 Ne Novelty Hill Rd Suite B215, Redmond, WA 98053

Phone number

(425) 484-0045

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAYSTONE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/6/2025)

Regulatory assets under management

Total Number of Accounts	695
AUM (Assets Under Management)	$ 172,829,393

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Nathan A. Williamson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Andrew Ossino Williamson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINDEC WEALTH SERVICES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

WAYSTONE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2022

Series 63

Date: 11/7/2019

Series 6TO

Date: 9/16/2019

SIE

Date: 9/3/2019

Current Firm

WAYSTONE ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAYSTONE ADVISORS LLC

TRUST BUT VERIFY

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